NUVEEN NEW JERSEY
CUSIP 67069Y102
Nuveen New Jersey has 64 institutional holders in Filings Flow’s 13F database, together reporting 5.46M shares worth $64M as of Q1 2026. The largest reported holders are Morgan Stanley, J.w. Cole Advisors, Inc., and Bank Of America Corp /De/.
Institutional Holders
64
Q1 2026
Reported Value
$64M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 1.92% | $5M | 371.0K | Q4 2025OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.42% | $1M | 110.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.33% | $10M | 793.1K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.27% | $482,531 | 38.9K | Q3 2025OLDER |
| Strategic Advisors LLC$602M AUM | 0.23% | $1M | 116.4K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.20% | $239,235 | 19.4K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.15% | $297,468 | 24.2K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.14% | $1M | 87.6K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.14% | $384,990 | 31.3K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.11% | $317,992 | 25.9K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.11% | $4M | 319.8K | Q3 2025OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.11% | $363,957 | 29.6K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.10% | $307,500 | 25.0K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.10% | $188,891 | 15.4K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.09% | $157,538 | 12.8K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.08% | $2M | 128.1K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.07% | $141,450 | 11.5K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.07% | $193,504 | 15.7K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $253,737 | 20.6K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.04% | $472,566 | 38.2K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $4M | 333.2K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $395,339 | 32.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $874,921 | 70.5K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 147.0K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $205,066 | 16.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $158,572 | 12.9K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $177,396 | 14.3K | Q2 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $146,959 | 11.8K | Q3 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.01% | $4M | 310.7K | Q3 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $214,293 | 17.2K | Q4 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $32,167 | 2.6K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $187,895 | 15.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 346.5K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.00% | $132,840 | 10.8K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $25,338 | 2.1K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $6,235 | 493 | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $25,861 | 2.0K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $259,727 | 21.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 178.4K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $297,468 | 24.2K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,862 | 314 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $18,615 | 1.5K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $128,158 | 10.3K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $475,205 | 38.6K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 425.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $13,936 | 1.1K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $36,113 | 2.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,300 | 1.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $679,912 | 55.3K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $137,528 | 11.1K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $155,434 | 12.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $40,018 | 3.2K | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $3,566 | 288 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $36,883 | 3.0K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $123,578 | 10.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 255.0K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $10M | 776.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 447.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 115.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $5,231 | 421 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $318,471 | 25.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $292,953 | 0 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $326,108 | 26.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $53,536 | 4.2K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 93.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $117,504 | 15.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 89.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $523,888 | 42.2K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $242,974 | 19.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $12,300 | 1.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,725 | 144 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $266,757 | 21.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $30,750 | 2.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $173,623 | 13.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $705 | 56 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $561 | 46 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4,268 | 347 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $6 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.